Good morning:Ask: Please forward this newsletter to at least one person who needs it.Offer: If you received this newsletter from another, you can subscribe here.Reminder: The next live show will be Monday, April 20th at 7 pm ET. You can subscribe to the YouTube channel where the show is broadcast here. 3 Things You Worked Too Long and Saved Too Much (Humans vs Retirement) Why Portfolio Diversification Has Paid Off—but More Isn't Always Better (Morningstar) Investing & Spending in Uncertain...
8 days ago • 1 min read
Good morning:Ask: Please forward this newsletter to at least one person who needs it.Offer: If you received this newsletter from another, you can subscribe here.Reminder: The next live show will be Monday, April 20th at 7 pm ET. You can subscribe to the YouTube channel where the show is broadcast here. Special Live Show: On Tuesday, April 14th at 10 am ET, we'll have a live retirement planning session. Bring your questions about using retirement planning tools, budgeting tools and anything...
15 days ago • 2 min read
Good morning:Ask: Please forward this newsletter to at least one person who needs it.Offer: If you received this newsletter from another, you can subscribe here.Reminder: The next live show will be Monday, April 6th at 7 pm ET. You can subscribe to the YouTube channel where the show is broadcast here. 3 Things 1. 50 years. 50 facts. Indexing since 1976. (Vanguard) 2. Vanguard Wellesley Income Is Still a Strong Choice Despite a Tough Stretch (Morningstar) 3. Passive Aggressive: Bogle's Warning...
22 days ago • 1 min read
Good morning:Ask: Please forward this newsletter to at least one person who needs it.Offer: If you received this newsletter from another, you can subscribe here.Reminder: The next live show will be Monday, April 6th at 7 pm ET. You can subscribe to the YouTube channel where the show is broadcast here. 3 Things 1. What the Heck are Passkeys? And Should I Be Using Them? (Oblivious Investor) 2. Which AI Calculates Taxes Correctly? (The Finance Buff) 3. Index Funds Aren't Boring: Why Simple...
29 days ago • 2 min read
Good morning:Ask: Please forward this newsletter to at least one person who needs it.Offer: If you received this newsletter from another, you can subscribe here.Reminder: The next live show will be Monday, March 23rd at 7 pm ET. You can subscribe to the YouTube channel where the show is broadcast here. 3 Things 1. The Best Strategies for Consistent Retirement Spending (Morningstar) 2. Do You Really Need a Trust? Other Estate Planning Questions Retirees Ask Most (The Retirement Manifesto) 3....
about 1 month ago • 2 min read
Good morning:Ask: Please forward this newsletter to at least one person who needs it.Offer: If you received this newsletter from another, you can subscribe here.Reminder: The next live show will be Monday, March 23rd at 7 pm ET. You can subscribe to the YouTube channel where the show is broadcast here. 3 Things 1. Authenticator Apps: a Better Multi-Factor Option than Text or Email (Oblivious Investor) 2. How Spending Shocks Affect Retirement Planning (Morningstar) 3. Retirement Has Changed....
about 1 month ago • 2 min read
Good morning:Ask: Please forward this newsletter to at least one person who needs it.Offer: If you received this newsletter from another, you can subscribe here.Reminder: The next live show will be Monday, March 9th at 7 pm ET. You can subscribe to the YouTube channel where the show is broadcast here. 3 Things 1. Preparing Without Predicting (A Wealth of Common Sense) 2. How Much Will Your Long-Term Care Needs Cost? It Depends on How Average You Are (Center for Retirement Research) 3. Tax...
about 2 months ago • 2 min read
Good morning:Ask: Please forward this newsletter to at least one person who needs it.Offer: If you received this newsletter from another, you can subscribe here.Reminder: The next live show will be Monday, March 9th at 7 pm ET. You can subscribe to the YouTube channel where the show is broadcast here. 3 Things 1. Can You Live Off Your Dividends? (A Wealth of Common Sense) 2. It Can Be Easier to Fall Victim to Fraud on Mobile than Desktop (Oblivious Investor) (Note: this is one reason I use a...
about 2 months ago • 2 min read
Good morning:Ask: Please forward this newsletter to at least one person who needs it.Offer: If you received this newsletter from another, you can subscribe here.Reminder: The next live show will be Monday, February 23rd at 7 pm ET. You can subscribe to the YouTube channel where the show is broadcast here. 3 Things 1. How To Refill Your Buckets in Retirement (The Retirement Manifesto) 2. Active Managers Keep Losing as Passive Investing Grows (Larry Swedroe) 3. You Can Invest. But How Much Can...
2 months ago • 2 min read